Asset Owners

Clarity and Independence for Better Oversight

Financial Analyst Talking to Investment Banker in Late Evening at Work. Chatting About Real-Time Stock Chart Data on Desktop Computer. Businesspeople Have a Meeting in Broker Agency City Office.

Your MissionAsset owners are stewards of long-term capital. Whether managing in-house mandates or overseeing external managers, you must ensure portfolios align with your investment beliefs, fiduciary duty, and sustainability commitments. But oversight is difficult when visibility is filtered through third-party reports or disconnected systems, especially in areas like risk management, performance insights, climate risk and impact and ESG considerations. With Scientific Portfolio all of this is delivered in a platform that’s transparent, fast, and easy to use, no black boxes, no complex setup. Each solution is modular, but interoperable, built for decision-making, not reporting alone.

What You Can Do with Scientific PortfolioScientific Portfolio gives you independent access to the analytics needed to challenge assumptions, validate recommendations, and form your own conviction

Obtain an Independent Second
Opinion

Evaluate mandates and manager proposals through your own lens, not just the provider’s materials. Simulate allocations, exposures, and out-of-sample performance.
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Interrogate Risk and Sustainability Claims
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Analyze exposures, stress-test assumptions, and explore ESG or climate scenarios, all grounded in a transparent, academically proven framework. Make confident decisions.

Support Governance and Policy Decisions
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Validate strategic allocation shifts, evaluate regulatory compliance, and monitor adherence to long-term investment policy across managers or portfolios. Make confident decisions.

Enable Internal Teams to Collaborate Effectively

Provide CIOs, Risk Managers, and Sustainability Officers with shared access to fast, flexible analysis, no data wrangling, no bottlenecks.
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What You Get Access To

FINANCIAL ANALYTICS

Cover the Standards of Risk Management with Confidence

Gain clear understanding of your exposures to factor risks, sector risks, and macroeconomic risks. Identify the drivers of specific risks, measure diversification, and enable effective risk budgeting. Leverage advanced statistics to measure extreme risks, and use scenario analysis to evaluate extreme macro and climate risks with precision.

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FINANCIAL ANALYTICS

Explain Performance through the Right Lens

Attribute performance using a fundamental factor model, a sector factor model, or a currency factor model. Identify the drivers of unexplained performance and measure alpha within a robust and flexible framework. Put realized sample returns in perspective with what-if analysis, and project beyond the sample through long-term multi-factor simulations for deeper insights.

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EXTRA- FINANCIAL ANALYTICS

Bring Clarity to Climate Exposure, Risk, and Alignment

By knowing your exposure to the transition risk factor and your allocation to brown stocks: two complementary measures of climate risk. Quantify potential losses attributable to the climate transition through scenario analysis, and measure the carbon emissions your portfolio is accountable for while attributing the differences relative to its benchmark. Assess the alignment of your portfolio with climate objectives through scenario analysis that considers emissions trajectories and green revenues.

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EXTRA- FINANCIAL ANALYTICS

Do No Harm, Preserve Investment Integrity

Assess sustainability through ESG screening templates that cover different levels of requirement. Customize ESG screening according to your investment policy, and measure the ex-post impact of excluding securities across risk management, performance, and climate dimensions. Minimize risk deviations attributable to ESG screening while maintaining the integrity of your investment approach.

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TAKE ACTION

Put Analytics and Optimization into a Virtuous Feedback Loop where Insight Drives Allocation

Assess any starting portfolio through our risk management, ESG integration, and climate solutions. Define results-driven objectives and identify feasible constraints based on independent analysis. Experiment with the feedback loop between live analysis and portfolio construction, and intuitively explore the interactions between objectives and constraints. Validate your results against investment guidelines including risk budgeting, extreme risks, climate risks, ESG integration, and climate alignment, and simulate your outcomes out of sample through scenario analysis.

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Getting Started With the Scientific Portfolio Platform

Create a New Project in your Secure Account and Add Instruments by

Choosing from thousands of funds, ETFs, indices at your disposal. Uploading time series and/or compositions through an intuitive interface.

Create Portfolios, Create or Generate Peer Groups, and Get Results Instantly

Start analyzing your portfolios instantly across risk, performance, climate, and ESG dimensions. Harness the power of analytics to drive risk/return efficiency, control sustainable impact, and align with climate objectives.

Compare Portfolios to Benchmarks and Peer Groups

Rank portfolios against a broad regional universe of live instruments, modify portfolios and compare before and after.

Turning Academic Rigor Into Measurable Portfolio Insights

Summary of Functionalities

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Investment Philosophy

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Start Your Access to the Scientific Portfolio Platform

Once subscribed to the free version, set your password, and you’re in.

Start analyzing your portfolios instantly across risk, performance, climate, and ESG dimensions.

Harness the power of analytics to drive risk/return efficiency, control sustainable impact, and align with climate objectives.

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